- How do I put together a workable cash flow and budget plan?
- Changes in finances through health issues, death, disability, divorce, loss of job.
- Can I be sure everything we discuss is strictly confidential?
- Credit card debt; How to pay off, consolidate, bankruptcy?
- Home purchases, mortgages, renting, refinancing, foreclosures.
- 401K, IRA, Roth IRA, company pension plan...What's right for me?
- Payroll withholdings, IRS letters, other general tax help and resources.
- I have questions concerning my insurance, where do I get help?
- How much money will I need for and during retirement?
- As a caregiver, who can help me with my parent's financial matters?
- Planning and paying children's college education; loan consolidation.
- All these employer sponsored plans, which ones are best for me?
- Where to go for objective financial planning and investment help.
- Identity theft; Someone is using my credit cards, what do I need to do?
After 19 years and over 70,000 cases, above is a sampling of questions and issues our accredited financial counselors most frequently handle.
Our counselors provide objective personal financial counseling, education and resource services to participants of it's contracted clients. askAFS, LLC counselors do not offer legal, tax or investment advice. You should consult your tax preparer, licensed attorney or accounting professional for specific tax and/or legal advice as it relates to your individual tax and overall financial situation.
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